| zurück zur Übersicht |
|
||
|---|---|---|---|
| Franklin Templeton Investment Funds Franklin Diversified Dynamic Fund - I EUR ACC | ISIN: LU1147470923 | KAG: Franklin Templeton International Services SARL | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 0,87% | 5,04% | 6,70% | 12,27% | 18,32% | 4,51% | 8,49% | - | 38,42% / 3,42% |
| Volatilität: | 11,21% | 9,93% | 10,50% | 9,45% | 9,10% | 10,39% | 12,93% | - | 10,69% |
| Sharpe Ratio: | 0,05 | 0,42 | 0,46 | 0,94 | 1,57 | 1,50 | 4,01 | 3,49 | |
| pos. Monate (%): | - | 100,00% | 66,67% | 70,00% | 75,00% | 63,89% | 70,00% | - | 62,39% |
| Max. Verlust: | -2,90% | -3,53% | -6,31% | -6,31% | -6,31% | -12,62% | -21,00% | - | -24,11% |
| Beta: | 1,42 | 1,15 | 1,04 | 0,93 | 0,94 | 0,72 | 0,66 | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 0,70% | 2,95% | -1,58% | -0,20% | 0,43% | 4,66% | 2,30% | -0,64% | -4,02% | - | - |
| Feb | 1,81% | -0,53% | -2,65% | -0,73% | -5,23% | 1,74% | -3,64% | 3,13% | -1,40% | - | - |
| Mär | 1,61% | 0,89% | 2,72% | 3,92% | -6,87% | 0,59% | -0,28% | 0,00% | 1,48% | - | - |
| Apr | -2,97% | -0,41% | -2,58% | 1,12% | 8,18% | 0,58% | -0,14% | -0,27% | 0,66% | -1,40% | - |
| Mai | 2,54% | 1,47% | -0,90% | 0,00% | 4,38% | -3,50% | 1,04% | -0,28% | 0,51% | 1,22% | - |
| Jun | 2,79% | 1,45% | -5,18% | 2,51% | 1,10% | 1,51% | -2,12% | -2,00% | -0,15% | -3,74% | - |
| Jul | 1,01% | 2,22% | 5,42% | 0,66% | 0,43% | 1,11% | 1,47% | -0,63% | 0,95% | 0,21% | - |
| Aug | 1,41% | -1,01% | -2,33% | 1,83% | 2,88% | 0,00% | -0,28% | -0,78% | -0,07% | -2,75% | - |
| Sep | 0,80% | -2,08% | -6,06% | -1,97% | -1,81% | 0,88% | -0,90% | 0,78% | 0,36% | -1,51% | - |
| Okt | -0,84% | -2,81% | 4,12% | 4,25% | -1,69% | -0,29% | -5,64% | 2,18% | -0,22% | 4,32% | - |
| Nov | 4,00% | 3,69% | 2,89% | 0,11% | 4,89% | 1,90% | -1,18% | 0,14% | 1,01% | 3,09% | - |
| Dez | - | 3,97% | -4,21% | 3,96% | 1,71% | 0,86% | -5,80% | 1,65% | 1,51% | -3,67% | - |
| Berechnungsbasis: 20.11.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
|||||||||||